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S&p Global shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $525k 1.2k 425.45
2023-12-31 $549k 1.2k 440.52
2023-09-30 $420k 1.1k 365.41
2023-06-30 $466k 1.2k 400.89
2023-03-31 $400k 1.2k 344.77
2022-12-31 $390k 1.2k 334.94
2022-09-30 $238k 780 305.13
2022-06-30 $220k 654 336.39

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding S&p Global

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Goldman Sachs Group
Legal & General Group
T. Rowe Price Associates
Wells Fargo & Company
Parnassus Investments
Bank of New York Mellon
Sustainable Growth Advisers
Cantillon Capital Mgnt
Amundi
Ubs Global Asset Management Americas

View all funds holding S&p Global